Jason Burkholder
CFA, CFP®
New Legacy Financial Group, LLC
President
Jason Burkholder
CFA, CFP®
New Legacy Financial Group, LLC
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Burkholder, CFA, CFP®
Fee-Only financial planner located in Smithville, OH, serving clients locally and across the country
Meet Jason Burkholder
Jason Burkholder is a Smithville, OH fee-only financial planner. New Legacy Financial Group, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Jason Burkholder is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Jason Burkholder is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jason Burkholder is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jason Burkholder
Office Locations:
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133 S Milton St
Unit C
Smithville, OH 44677
